Workflow
- Approval process for outside of domain approver (approve only recipient)
- Make a Copy of a Process
- How to use CC and Group CC
- Is there a discount for Education and Non-profit organizations?
- Would you help me with setting User Management?
- If my document was rejected in the approval process, how do I reprocess it for the approval process again?
- Process Post Comments
- Document Categories
- How to setup a document process for approval
- Setting up a Workspace Folder
- How to activate/deactivate a user
- Hiding/Showing the File & Process Activities from the Home Feed
- File Feed
- How do I unsubscribe from email notifications?
- Automatically upload scanned files and email attachments to Google Drive
- Setting default language, country, time zone, date format
- Process Widget
- How to use Google Translate feature
- How To Save a Draft
- How to Add Members (tag a person) and Deadline to Post
- Public Group for Collavate Announcements
- Posts and Process Communication
- Post to your group with Collavate Group Email
- How to Delete Members
- Post in your Group
- How to delegate Admin Privileges in a group
- Manage Group Options
- How to upload a Banner Photo for your Group
- How to create a Group
- Manage Members and Admin of the Group
- Group Google Drive folder
- Pinned Posts
- Change Posts to List View
- How to create/delete a post
- Start Process using Templates
- Collavate Public Templates
- Managing Personal and Shared Domain Tags
- Setting up Personal and Shared Templates
- How to use Templates
- Create Shared Templates
- Manage Shared Templates
- Shared Template Approver Lock SettingsFunction
- Creating Personal Templates
- How to use Collavate widget for your website
- Is there a limit to the number of users?
- I had changed my mail ID in Google from vm@domain.com to md@domain.com. The old email is still the Admin. How do I change that?
- I want to share the file or insert an image in Google spreadsheet within Collavate but I couldn’t do it.. why?
- Can you briefly explain what Domain Shared Tags are?
- How do I apply for Collavate Business edition?
- Where can I find the Admin > Process setting?
- Do we name the people included in the team or business, or is it open to anyone with the domain?
- We are looking to use the Team version. Do I need to start the 7-day trial or can I immediately get this set up and running?
- I’d like to start a trial right away. Is this possible?
- For the single or team version, does it only support individual tags?
- Does this product keep revision history on documents?
- Will I be able to search tags in Google drive (Will the label be saved in the Google drive)? or is it saved in Collavate only?
- How to stop auto-renewing Collavate?
- What is Collavate?
- Can you help me understand the difference between “Team Edition” and “Business” in the pricing structure for Collavate?
- I want to discuss regarding API. What is the purpose of Collavate API? Why should it be used since you are using Google cloud of my Gmail account?
- I’ve been using the Single Free edition but after I install the Business plan, I still do not see the ‘Admin’ menu. I’m a super admin of my Google Workspace Domain.
- Do all users need to have a business user or can some be team?
- Once you tag docs in Google Drive can you share those with people just by sending them a link like you can when you share a folder in Google Drive?
- I created a document and processed the process to 2 people. 1 person agreed and 1 disagreed. However, the status of the document is now “approved”. Why is that? Am I setting up the process incorrectly?
- I am not an administrator. How can I try out the admin features?
- Can my reviewers add additional approvers?
- Group CC approval/reject function
- Is this a free app?
- I need to work on a confidential document with an outside partner. Can some users use Gmail account instead of Google Workspace account?
- How to redeem a coupon for discount.
- I want to cancel my paid subscription.
- How do I uninstall Collavate ?
- How do we purchase Google Workspace to use Collavate Business?
- Domain Data Transfer to New Domain Name
- Do I need a Collavate Business license to approve/reject files? How many can I approve/reject?
- Collavate Process Activities
- PDF with Cover Letter
- Favorites
- Is there a way to undo an Approve or Reject decision?
- Using your Digital Signature with Collavate
- Version History Download & Discussion
- Initiate process via Google Drive addon
- Connecting Vacation Request To Ledger
- Connecting Expense Report To Ledger
- Connecting a Process Document to a Report sheet
- Share Files and Process Histories
- Export Process History to CSV File
- How to Reset / Cancel Process
- How to Reprocess the Process
- Reprocessing
- Adding Multiple Files through Process Popup
- How to use the Process Menu
- Manually enter reviewers by email or name
- Send Reminder
- Register and Login with a non-Gmail Account
- How to Approve Process via Email
- How to start a process
- Set Individual Reviewer Deadlines
- Setting Reviewer Privileges
- Creating a new document for Approval Process
- How to Approve/Reject document
- Set same deadline for all process reviewers
- Set Deadline Reminders
- Select Existing Document for Process
- Publish to Web
- What is deadline grace period?
- Collavate for your Google Workspace
- Setup Collavate Business Edition for Google Workspace
- Creating a Collavate Account and Connecting it with Gmail
- Support Group
- Create a Shortcut for Collavate Mobile
- Features in the Home Menu
- How to Upload Background Wallpaper / Remove Collavate Wallpaper
- Collaboration with Outside Users
- Manage Remote Drive Setting
- File Display
- Collavate Folders in Google Drive
- Search for Process Files in your Google Drive
- Start Process with Google Doc Add-on
- Create/Manage Shared Tags
- Process Visibility
- Process Function Settings
- How to edit communication email templates
- User Management
- How to delegate Admin privileges to user(s)
- How to Edit In-Process Process
- Activate GDPR Risk Management function – Administrator
- Document Numbering Policy
- Document Category Sorting
- Setting the Document Manager
- Custom View Label Management
- Update and Sync Google Workspace Users
- Setting Company Logo
- Domain Settings
- Admin Console Navigation
- How to Set Home Folder
- Launching Collavate for Personal Users
- How to backup Collavate Document manager Approval Process files in batch
- How To Setup Expiration Date for GDPR
- Where can I see GDPR files and activities?
- How to Enable GDPR Risk Management Function
- How To Apply GDPR to a File
- Approval document to PDF
- Initiate workflow via Google Drive addon
